Customer Service Representative

Customer Service Representative

The Personal Lines Customer Service Representative (CSR) is responsible for maintaining and retaining clients per the agency guidelines. The CSR is also part of a team in regard to the facilitation of new clients. This includes support to the Insurance Managers. The CSR is also responsible for ensuring a seamless transition between the new product purchase and further servicing needs.

Key Responsibilities:

• Cross sell/Upsell accounts by providing a complete protection review. A package for protection approach should be used.
• Conduct Proactive annual policy reviews. Inform clients of policy changes, exclusions of coverage, and insurance coverage needs. Use every service contact as opportunity to review and remarket appropriately.
• Inbound and outbound calls, emails, and correspondence to respond to endorsement/change requests, billing questions, policy reviews, etc.

Job Requirements:

• Bachelor's Degree or equivalent required
• Industry knowledge of product coverage contracts, and underwriting guidelines
• Must have Property and Casualty License in State of Virginia
• Must have other non-residence licenses as needed

We are a company that provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Weekly day range:

• Weekends as needed

Work setting:

• In-person

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person